CLA (CliftonLarsonAllen) Wealth Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $57.6M | Buy |
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|
2025
Q2 | $53.3M | Buy |
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|
2025
Q1 | $25.8M | Buy |
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|
2024
Q4 | $15.9M | Sell |
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|
2024
Q3 | $15.5M | Buy |
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|
2024
Q2 | $14.2M | Buy |
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|
2024
Q1 | $12.2M | Buy |
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|
2023
Q4 | $10.7M | Buy |
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|
2023
Q3 | $8.05M | Sell |
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|
2023
Q2 | $8.62M | Buy |
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|
2023
Q1 | $5.32M | Sell |
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|
2022
Q4 | $13.3M | Buy |
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|
2022
Q3 | $6.42M | Sell |
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|
2022
Q2 | $7.32M | Buy |
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|
2022
Q1 | $6.3M | Buy |
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|
2021
Q4 | $5.88M | Buy |
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|
2021
Q3 | $4.05M | Buy |
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|
2021
Q2 | $3.86M | Buy |
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|
2021
Q1 | $3.56M | Buy |
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|
2020
Q4 | $3.31M | Sell |
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|
2020
Q3 | $2.9M | Buy |
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|
2020
Q2 | $2.39M | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $1.26M | Buy |
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|
2016
Q3 | $1.15M | Buy |
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